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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-14 |
Branch Locations
11235 Se 6Th St, Ste 205 Bldg A, Bellevue, WA 98004-6481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 06/2026 | Present |
| Envestnet | Seattle | WA | 03/2022 | 05/2024 |
| Envestnet | Seattle | WA | 09/2021 | 03/2022 |
| Envestnet | Seattle | WA | 06/2019 | 09/2021 |
| University Of Washington | Seattle | WA | 09/2015 | 06/2019 |
| Whole Foods Market | Seattle | WA | 11/2016 | 01/2019 |
| Lpl Financial | Bellevue | WA | 06/2024 | 05/2026 |
| Addepar | Seattle | WA | 05/2026 | 06/2026 |
1. 06/2026 – Stabler Wealth Management – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 6/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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